See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,864 | $54,705-18.0% | $71,209-37.0% | $84,808-47.1% |
| Participation rate | 11.1% | 64.1%-53.0pp | 73.8%-62.6pp | 68.3%-57.2pp |
| Annual return | 18.72% | 35.90%-17.2pp | 282.51%-263.8pp | 40.90%-22.2pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $432 | $3,030-85.8% | $4,175-89.7% | $4,212-89.8% |
| Admin fee / account holder | $1,600 | $4,863-67.1% | $5,349-70.1% | $7,344-78.2% |